Bb&T Securities, LLC
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About this Advisor
Todd Kluener is an investment advisor who works in Charlotte, North Carolina. Currently a registered advisor at Bb&T Securities, LLC, Kluener has 14 years of professional experience as a registered investment advisor. Kluener has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Kluener can advise clients in Florida. Their career trajectory has included roles at Bb&T Bank, Bb&T Investment Services, Inc and Bb&T Securities, LLC. Bb&T Securities, LLC is headquartered in Charlotte, North Carolina, and operates out of 1,470 locations in the nation. As a company, Bb&T Securities, LLC manages $19 billion in assets throughout 44,665 accounts and employs more than 1,823 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 36,169 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 8% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Bb&T Securities, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Bb&T Securities, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Todd Kluener Work History
Todd has 14 years of experience.
Bb&T Securities, LLC
Bb&T Investment Services, Inc
Todd Kluener has no disclosures.
Please visit their SEC profile for more details.